Start your client relationships off right before the real work with them begins. With this template, you can onboard new clients seamlessly using three simple forms, a table, and the magic of automation.
Why use our new client intake form template?
✓ Create your forms easily with no coding required
✓ Customize them with branding and form fields
✓ Share your forms through a link or embed code
✓ View all clients in an organized table
✓ Send client data to thousands of apps
Who should use this template?
It's great for service providers and businesses that need a new client intake form to professionalize the way they manage projects.
How does this template work?
Inside the template, you'll find:
- A client intake portal — Access an organized hub prebuilt with two cards, one for adding clients and another for viewing clients.
- An "add new client" form — Populate the form with fields for client name, status, and any other details you want.
- A table of new clients — Automatically track your client pipeline and organize them by onboarding status.
- An "view client" Kanban board — Check onboarding progress across all stages—from new clients to fully onboarded clients—all on one page and populated from your table.
Think of the client intake portal included in this template as a management hub. It comes with options to add new clients or view existing client data. And you can easily add other cards with links to more resources or ways to manage clients, making it a great collaborative tool for you and your team.
When you choose to add a client, you're redirected to a customizable form where you can enter details like client name, email, onboarding status, and notes. You have the flexibility to add or remove fields and change the text, tailoring the form to meet your specific needs. Adding a new client automatically populates a row in a table for you.
Clicking View Client transports you to a clean Kanban view that lets you visually track the status of each client. Instantly see if clients have started the onboarding process, are mid-process, or have been fully onboarded.
Frequently Asked Questions
Is this template beginner-friendly?
It is. It's straightforward and easy to use, even if you're new to automation. You don't need coding or technical skills to get started. And our help center is available if you encounter questions along the way.
Can I add different elements to my form?
Absolutely. There are so many elements to choose from, including a short text field, email field, and checkbox.
Can I embed forms on internal company pages?
Yes, all forms can easily be embedded on your team's dashboard or intranet pages with embed code. Or they can serve as a standalone page with a unique URL.
Where can I view my form submissions?
This template comes with a table and a Kanban board that houses every form submission, so you can easily see them all at a glance.
Do I need a paid Zapier plan to use this template?
Nope, you can use it for free. If you need more flexibility, you can always switch to a paid plan. Compare plans and features here.
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